Financial News

8.15.2011The Mutual Fund Merry-Go-Round
Individual investors should take control of their financial destinies, educate themselves, avoid sales pitches and invest in a well-diversified portfolio of low-cost index funds.
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In poll after poll, the public continues to indicate that they believe brokerage houses are required to operate in the clients’ best interests.Unfortunately, most learn the hard way that this is 100% false.Click to read more

11.22.2010Portfolio Management, 101In many ways, the essence of portfolio management is managing the relationships between the assets in your portfolio.Click to read more

11.1.2010Sierra Nevada Wealth Mangement Acquires Trust Company
Check out the press release on the latest news from Sierra Nevada Wealth Management.
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9.28.2010Retirees Duped into Risky Investments

Structured notes are just the latest example of individual investors being pushed into sophisticated investments, with risks either lacking disclosure or product complexity being so high that the average investor has no idea of what they are being sold.Click to read more

9.1.2010A Wise Year for Giving?

While much attention has been given to the fact that there is no estate tax this year, there is another way to help your heirs this year.Click to read more

Exchange traded funds (“ETFs”), once used as simple building blocks of “beta” exposure in small accounts, have become more sophisticated and can be effective tools used in a number of high-net worth portfolios.Click to read more

7.14.2010Why the brokerage makes money and you don’t

This recent article in the New York Times highlights the multiple ways in which a brokerage house does not serve your best interest.Unlike what the article suggests, you don’t have to “learn to live with it.”Click to read more

5.26.2010When 100% “Protected” Equals ZeroThis recent article from the NY Times highlights a consistent problem we see – high commission products being shoehorned into portfolios.Click to read more

4.19.2010The Game is Rigged

Many people have been inquiring about the Goldman Sachs situation in our offices.While conflicts of interest plague brokerage houses (not our firm), the allegations in this case are particularly disturbing.Click to read more

2.1.2010A Plan for Pro Athletes
Unfortunately there are a lot of examples of those who come into sudden wealth at a young age who ultimately lose their financial footing and declare bankruptcy. This does not have to happen.
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1.13.2010A Decade of Violated Trust

Every industry and business faces challenges; however the recent developments in our industry have challenged the very core of finance.Click to read more

ETFs for the Wealthy

Posted: 7/29/2010

Exchange traded funds (“ETFs”), once used as simple building blocks of “beta” exposure in small accounts, have become more sophisticated and can be effective tools used in a number of high-net worth portfolios.

This short article, from “Private Wealth Magazine,” details the increasing trend of utilizing ETFs in very large investment accounts for wealth protection.They are cost-effective, provide tax management opportunities, and are offering increasingly diverse exposure to new assets classes.Portfolio hedging strategies are also easier to use with these investment vehicles.

We use exchange traded funds regularly for our clients.If you would like to see how ETFs can benefit your portfolio design, please call Sierra Nevada Wealth Management at 775-297-4681.